Purchases and Sales Made in Q3 2022 in Dimensional ETF Tr Us Marketwi (DFUV)
This table provides information about the institutional ownership of Dimensional ETF Tr Us Marketwi (DFUV) during Q3 2022. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR US MARKETWI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2022
Q3 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
36K+ 16.19% |
$1.06M - $1.25M
|
258K
$10.9M
|
|
|
Nov 04, 2022
Q3 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
35.8K+ 46.64% |
$1.06M - $1.25M
|
113K
$4.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
32.9K+ 68.57% |
$975K - $1.15M
|
80.9K
$3.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
32K+ 11.89% |
$946K - $1.11M
|
301K
$12.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
27.7KNew |
$819K - $962K
|
27.7K
$1.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
27.6KNew |
$817K - $960K
|
27.6K
$1.17M
|
|
|
Oct 24, 2022
Q3 2022
|
Wealth Architects, LLC
|
BUY
|
- |
26.8K+ 3.31% |
$794K - $933K
|
838K
$35.4M
|
|
|
Oct 18, 2022
Q3 2022
|
Planning Center, Inc.
|
BUY
|
- |
26.7K+ 5.44% |
$792K - $930K
|
518K
$21.9M
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
26.4K+ 35.29% |
$782K - $919K
|
101K
$4.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
24.2K+ 265.72% |
$716K - $841K
|
33.3K
$1.41M
|
|
|
Jan 04, 2023
Q3 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
24.1KNew |
$713K - $838K
|
24.1K
$1.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
23.2KNew |
$687K - $807K
|
23.2K
$982K
|
|
|
Oct 25, 2022
Q3 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
23.1K+ 6.41% |
$684K - $804K
|
384K
$16.2M
|
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
23.1KNew |
$683K - $803K
|
23.1K
$977K
|
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
22.7K+ 3.46% |
$672K - $789K
|
678K
$28.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
21.9K+ 2.94% |
$650K - $763K
|
768K
$32.5M
|
|
|
Oct 24, 2022
Q3 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
21.4KNew |
$633K - $743K
|
21.4K
$904K
|
|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
21KNew |
$622K - $731K
|
21K
$890K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
20.3KNew |
$601K - $707K
|
20.3K
$859K
|
|
|
Oct 07, 2022
Q3 2022
|
Austin Asset Management CO Inc
|
BUY
|
- |
19.4K+ 5.18% |
$575K - $676K
|
394K
$16.7M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
19.3K+ 165.88% |
$571K - $670K
|
30.9K
$1.31M
|
|
|
Oct 25, 2022
Q3 2022
|
Shearwater Capital LLC
|
BUY
|
- |
18.8K+ 14.22% |
$557K - $655K
|
151K
$6.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
18.5K+ 1.36% |
$547K - $642K
|
1.37M
$58.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
16.9K+ 2.04% |
$501K - $588K
|
848K
$35.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
16.8K+ 15.51% |
$498K - $586K
|
125K
$5.31M
|
|
|
Oct 11, 2022
Q3 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
15.3KNew |
$452K - $531K
|
15.3K
$646K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15K+ 7.43% |
$444K - $522K
|
217K
$9.19M
|
|
|
Nov 10, 2022
Q3 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
14.9KNew |
$442K - $519K
|
14.9K
$631K
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
14.8KNew |
$439K - $516K
|
14.8K
$628K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14.2K+ 12.08% |
$422K - $496K
|
132K
$5.59M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
13.8K+ 58.09% |
$408K - $479K
|
37.5K
$1.59M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.8K+ 36.06% |
$407K - $479K
|
51.9K
$2.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
13.5KNew |
$400K - $470K
|
13.5K
$572K
|
|
|
Oct 17, 2022
Q3 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
13KNew |
$385K - $452K
|
13K
$550K
|
|
|
Oct 27, 2022
Q3 2022
|
Verity Wealth Advisors
|
BUY
|
- |
12.8KNew |
$378K - $444K
|
12.8K
$541K
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
12.6KNew |
$373K - $438K
|
12.6K
$533K
|
|
|
Oct 24, 2022
Q3 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
12.5KNew |
$370K - $435K
|
12.5K
$529K
|
|
|
Oct 12, 2022
Q3 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
12.4K+ 4.45% |
$367K - $432K
|
291K
$12.3M
|
|
|
Dec 06, 2024
Q3 2022
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
12.2K+ 1.66% |
$361K - $424K
|
747K
$31.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
12.2KNew |
$361K - $424K
|
12.2K
$516K
|
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
12K+ 116.0% |
$355K - $417K
|
22.3K
$945K
|
|
|
Nov 03, 2022
Q3 2022
|
Tru Independence LLC
|
BUY
|
- |
11.9K+ 74.19% |
$352K - $414K
|
27.9K
$1.18M
|
|
|
Oct 27, 2022
Q3 2022
|
Hollencrest Capital Management
|
BUY
|
- |
11.3KNew |
$336K - $394K
|
11.3K
$480K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
11.2K+ 0.59% |
$331K - $389K
|
1.89M
$80.1M
|
|
|
Oct 14, 2022
Q3 2022
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
10.9K+ 1.88% |
$322K - $379K
|
589K
$24.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.6K+ 13.65% |
$314K - $369K
|
88.4K
$3.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
10.6KNew |
$314K - $369K
|
10.6K
$449K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10KNew |
$296K - $348K
|
10K
$424K
|
|
|
Nov 14, 2022
Q3 2022
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
9.32K+ 5.89% |
$276K - $324K
|
168K
$7.09M
|
|
|
Oct 21, 2022
Q3 2022
|
Asset Management Corp
|
BUY
|
- |
9.19KNew |
$272K - $320K
|
9.19K
$389K
|